RetireReady Solutions

Financial Software · Oregon, United States · 11-50 Employees

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Overview

Headquarters

675 Orchard Heights Rd NW Ste 275, Salem...

Revenue

$5.5 Million

Industry

Financial Software Software

About RetireReady Solutions

RetireReady Solutions develops TRAK, a retirement planning software designed specifically for financial advisors. Since 1986, TRAK has been helping advisors engage clients by providing clear and comprehensive retirement planning tools for various markets, including 401(k), 403(b), and federal retirement plans. The software focuses on educating clients about their retirement options, facilitating better understanding and engagement in the planning process. TRAK is recognized as a top sales tool among financial advisors, enhancing client meetings and promoting informed decision-making.Explore more
RetireReady Solutions's Social MediaSIC Code 73,737NAICS Code 51,513Show more

RetireReady Solutions Org Chart

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Vice President, Operations

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Customer Service Representative

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

RetireReady Solutions

$5.5M
11-50
Private
-
-
JG
Jim GurriereVice President, Operations
<$5M
1-10
Private
-
2019
<$5M
1-10
Private
-
2014
AD
Alyssa DonaldsonFinancial Advisor
<$5M
1-10
Private
-
1984
CP
Chris PawlentyDirector, Operations
<$5M
1-10
Private
-
2012
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RetireReady Solutions Tech Stack

A closer look at the technologies used by RetireReady Solutions

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Frequently Asked Questions Regarding RetireReady Solutions

What is RetireReady Solutions's official website?
RetireReady Solutions's official website is www.retireready.com
What is RetireReady Solutions's Revenue?
RetireReady Solutions's revenue is $5.5 Million
What is RetireReady Solutions's SIC code?
RetireReady Solutions's SIC: 73,737
What is RetireReady Solutions's NAICS code?
RetireReady Solutions's NAICS: 51,513
How many employees does RetireReady Solutions have?
RetireReady Solutions has 11-50 employees
What industry does RetireReady Solutions belong to?
RetireReady Solutions is in the industry of: Financial Software, Software
What is RetireReady Solutions competition?
RetireReady Solutions top competitors include: Legacy One Financial, Cedar Ridge Wealth Management Group, Income for Life, Dogwood Wealth Advisors
What companies has RetireReady Solutions acquired?
RetireReady Solutions has acquired the companies: The Annuity People
What technology does RetireReady Solutions use?
Some of the popular technologies that RetireReady Solutions uses are: WooCommerce, WordPress.org, PHP, Cloudflare Website Optimization
What does RetireReady Solutions do?

RetireReady Solutions develops TRAK, a retirement planning software designed specifically for financial advisors. Since 1986, TRAK has been helping advisors engage clients by providing clear and comprehensive retirement planning tools for various markets, including 401(k), 403(b), and federal retirement plans. The software focuses on educating clie... nts about their retirement options, facilitating better understanding and engagement in the planning process. TRAK is recognized as a top sales tool among financial advisors, enhancing client meetings and promoting informed decision-making.Read More

What are RetireReady Solutions social media links?
RetireReady Solutions Linkedin page RetireReady Solutions Twitter page RetireReady Solutions Facebook page
Is RetireReady Solutions a public company?
RetireReady Solutions is private company therefore does not currently have an official ticker symbol
See more information about RetireReady Solutions

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